← Back to searchVisit website
TRASATTI WEALTH PLANNING, LLC
CRD 139668
145 W OSTEND ST, SUITE 600, BALTIMORE, MD, 21230, United States
Phone
(410) 244-6222
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$72.3M
Discretionary AUM
$67.1M
Team
1 total employees; 1 advisory reps; 62 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $11.0M |
| High net worth individuals | 23 | $50.5M |
All web addresses on file
Official SEC filing: View on IAPD